Matthew Smith
South Carolina Wealth Management Group · Columbia, South Carolina
Matthew Smith is a fee-only financial advisor at South Carolina Wealth Management Group in Columbia, South Carolina. South Carolina Wealth Management Group reports charging a percentage of assets, hourly fees and fixed fees on its Form ADV.
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Who they serve
- High earners
Facts
| Firm | South Carolina Wealth Management Group |
|---|---|
| Based in | Columbia, South Carolina |
| Fee model (firm's Form ADV) | Percentage of assets · Hourly · Fixed fees |
| Assets under management | $2.2M across 41 accounts |
| SEC registration | Investment adviser representative in SC · CRD 6260071 |
| Exams passed | Series 65 (2013) |
| Firm size | 1 employee |
| Disclosures | None reported |
| Website | scwealth.com |
| Profile |
How Matthew's firm compares
- South Carolina Wealth Management Group's average account is about $52,000, from its Form ADV (assets managed divided by 41 accounts).
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Questions about Matthew
Is Matthew Smith a fee-only financial advisor?
Yes, according to SEC records as of October 29, 2026: Matthew holds no broker registration, and South Carolina Wealth Management Group reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency on its Form ADV.
How does Matthew charge for financial advice?
Matthew's firm, South Carolina Wealth Management Group, reports charging a percentage of assets, hourly fees and fixed fees on its SEC Form ADV.
Where is Matthew Smith based?
Matthew Smith is based in Columbia, South Carolina.
Is Matthew Smith registered with the SEC?
Yes. Matthew Smith is registered as an investment adviser representative in SC (CRD 6260071), per SEC Investment Adviser Public Disclosure data as of October 29, 2026.
How much does South Carolina Wealth Management Group manage?
South Carolina Wealth Management Group reports $2.2M across 41 accounts in assets under management.
How do I contact Matthew Smith?
Through Matthew's website, scwealth.com.
What these terms mean: fee-only · fiduciary · CFP · CRD number · all terms
Where this information comes from
- SEC adviser records : the firm's Form ADV reports no commissions, no broker-dealer, and no insurance sales or affiliated insurance agency, and the advisor holds no broker registration
- South Carolina Wealth Management Group website : specialties, clients served, and fees, checked October 30, 2026
- SEC Investment Adviser Public Disclosure : registration, exams, and the firm's Form ADV, data as of October 29, 2026
- Directory listing last checked October 30, 2026.
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